Utah Senior Planning incorporates an innovative approach to helping seniors prepare for long-term healthcare needs. Services provided include Medicaid eligibility planning and asset preservation, V.A. Pension benefit processing, Medicare insurance consulting, wealth transfer strategies, retirement planning, and estate planning.

 Medicaid Planning

The Long-Term Care Medicaid program is confusing and difficult to get approved for, even if you’re already eligible. Making matters worse, there are many misconceptions about how to qualify for and apply for Medicaid. We can help you understand the complicated process of getting the help you or your loved one needs to pay for long-term care in a skilled nursing facility.                                             

Innovative Approach ›

Retirement Planning

As millions of baby boomers head into retirement, many discover that they were not as well prepared as they had thought. As individuals prepare for retirement, it’s important to be aware of some of the more common retirement planning pitfalls that many find themselves victims of.

Avoid the Pitfalls 

Veteran Benefits

There are many benefit programs available to veterans. The V.A. Aid and Attendance Pension is available to help veterans and their spouses obtain financial aid to pay for long-term care costs. Expenses for home healthcare, assisted living facilities or skilled nursing facilities are among the many expenses that qualify you to receive a pension from the V.A. You've earned this benefit, let us help you claim it.

Claim Your Benefit ›

Estate Planning

Would your family know where to find your financial records, titles and insurance policies if something happened to you? Planning for your estate now will help you organize your records, make vital decisions while you’re still competent and ensure that your dependents are cared for. 

Protect Your Legacy 

Medicare Insurance 

Utah Senior Planning is an independent Medicare insurance brokerage, which means that our insurance recommendations are tailored to meet your needs, not our sales goals. We guarantee that we'll offer you the best Medicare plan available for your situation. Our licensed agents are available to meet and discuss individual needs for medical and prescription coverage. 

Unbiased Information › 

Tax Strategies

Now more than ever, Americans should take steps to maximize the benefits of tax planning strategies. Proper tax planning can reduce eventual estate taxes, augment the amount of funds you will have available for retirement and assist you in managing cash flow to help meet your financial objectives. 

Comprehensive Strategies